Editorial

Tim Purcell
Editorial
Members Public

On Inflation vs. Deflation

If you believe in inflation or deflation, chances are, you're somehow right. For now. But we need to dive deep to figure out what the future holds for this 'debate of our time'

Diego Tremiterra
Editorial
Members Public

Mid-Summer Inflation Update

Economic and markets indicators are telling us two different stories about inflation.

Tim Purcell
Editorial
Members Public

The Long-Term Dollar Shortage

The long-term dollar shortage trend is the current monetary state we live in, where global economic growth is outpacing the supply of the global reserve currency.

Tim Purcell
Editorial
Members Public

Primer: The Eurodollar Market

The Eurodollar Market is one of the most influential and least understood drivers of financial markets.

Tim Purcell
Editorial
Members Public

The Bear Case for the US Dollar

The dollar bear case with insights from Luke Gromen, Juliette Declercq, and A.G. Bisset

Diego Tremiterra
Editorial
Members Public

Mervyn King’s The End of Alchemy

Notes and key takeaways from Mervyn King's, The End of Alchemy

Tim Purcell
Editorial
Members Public

Mike Green on Passive Flows

The most important message coming out of the markets is not the overall severity of the economic crisis, but rather an indicator of the already in place fragile market structure that is being exposed.

Tim Purcell
Editorial
Members Public

Debt, Deficit, and Future Financing

U.S. government debt has grown to +$26 trillion today and for the first time in history, total debt to GDP will rise above 100% in 2021 (potentially 2020 depending on continued COVID response)

Tim Purcell
Editorial
Members Public

US Airlines, Bailouts, and Socialized Losses

Looking past the “Bailouts are the end of capitalism” debate, we focus on the fundamentals of what drove the airlines, and the broader market, to allocate capital in a very reckless way